Cross Reference To Related Applications
[0001] The present application claims priority from U.S. Provisional Patent Application
Serial No. 60/391,932, filed June 28, 2002, from U.S. Provisional Patent Application
Serial No. 60/391,929, filed June 28, 2002, and from U.S. Provisional Patent Application
Serial No. 60/398,590, filed July 26, 2002. Furthermore, the present application is
related in subject matter to U.S. Patent Application Serial No. 10/265,156, filed
October 7, 2002, the specification of which is hereby incorporated by reference in
its entirety.
Field of the Invention
[0002] The invention disclosed relates to a business driven learning solution and related
methods for managing the learning and training needs of a sales-oriented organization
in a manner that is responsive to dynamic business needs. Among other things, the
learning solution disclosed is responsive to an organization's business timelines
and goals so as to enable a given organization to manage its learning needs as effectively
as it would manage a traditional business. In an implementation of the present invention,
the business driven learning solution and related methods may be used for managing
the learning and training needs of the sales force of an organization.
Background of the Invention
[0003] Employee training and education is becoming increasingly critical to the success
of organizations within today's modern global economy. As a minimum requirement to
remaining competitive, companies that operate in today's complex industries need employees
who remain knowledgeable and current in areas of expertise that serve the companies'
ever-evolving strategic objectives. Executives of such companies feel this need for
improved learning solutions as it is brought to the forefront of their strategic objectives
by various business imperatives of the competitive market.
[0004] There are a number of forces driving the need for organizations to improve their
training organizations. Organization executives are facing urgent business imperatives
that demand changes in their training organizations. For example, one such business
imperative felt by the executives of many companies is need to accelerate their "clock
speed" when introducing new or repositioning existing product offerings. A difficulty
faced by learning systems in supporting this rapid change in business positioning
is that many different individuals in a given company perform many different functions
and therefore require different types of training to implement a single change in
business position. Sales forces in particular must be effectively trained regarding
new product features and value propositions before the best sales results can be obtained.
Similarly, new positioning of existing products (e.g., pitching groups of products
together as providing improved solutions to clients) requires sales forces to understand
not just products individually, but their interplay in forming solutions for target
clients in order to effectively implement this strategic business objective. The longer
such training takes, the more the implementation of strategic business objectives
is delayed.
[0005] Likewise, learning capabilities of a company must be able to support organization
growth and expansion. Leaders of companies may be forced to forgo undertaking bold
yet lucrative business growth plans, because bold growth plans require that the company
has the ability to rapidly attract, train, and/or deploy a skilled workforce. Thus,
improved learning capabilities are needed that accelerate the training speed and speed
to competency of an entire workforce.
[0006] Similarly, company executives may have a business imperative requiring the initiation
of a culture change within the company that will enable a pre-existing workforce to
more easily adapt to the company's changing business focus. Learning solutions must
therefore also serve as a tool to drive culture change within an organization as an
executive's desire to drive a new corporate mindset often has a strong learning component.
Common culture change themes that require significant learning efforts include quality
control changes, initiatives to increase shareholder value, and steps for adopting
a customer-centric business focus.
[0007] Furthermore, corporate mergers and reorganizations are commonplace occurrences in
many of today's markets and industries. Such mergers and reorganizations often necessitate
massive post-merger/reorganization integration efforts by the remaining companies.
This not only requires reconciling pre-existing business goals and strategies, but
also integrating and upgrading educational and training efforts within the remaining
corporate entities. Improved learning solutions are therefore needed to deal with
such occurrences by being able to easily modify existing training efforts to match
the changing business environment.
[0008] Finally, the management of contemporary companies often view their companies' internal
training organizations or efforts as bloated cost centers with very little visibility
into cost allocation and virtually no accountability when it comes to returning adequate
value on learning investments. Since companies are always looking across their organization
to identify ways to manage costs, it would be beneficial if learning solutions were
able to be used to allocate learning and training costs accurately across different
business units and ventures so as to facilitate cost management. It would be further
beneficial if such learning solutions could be used to generate strategic cost reductions
or even spur or generate profits. With a proper learning solution, it is possible
that training can be leveraged outside the organization for revenue growth and cost
savings opportunities. Some examples of this include leveraging corporate knowledge
in a new way to create a new source of revenue, using training to align value chain
partners, or reducing support costs by placing information with the customer.
[0009] Increasingly, business organizations are recognizing the need for training organizations
that are responsive to the foregoing business imperatives, and that can deliver results
that align with business strategies. The learning solutions currently applied in contemporary
organizations fail to satisfy these imperatives.
[0010] For example, contemporary sales-oriented learning efforts focus on the features and
architecture of the product being sold. Product-focused training of sales forces therefore
may be inconsistent across product lines, e.g., in terms of objectives and format.
This may result in unnecessary and redundant training content, and an ineffectiveness
in meeting the business objectives of the organization. This product-focused approach
emphasizes the unique or improved product features without incorporating an employer's
business goals. Product-focused training is especially detrimental to sales in so-called
"high tech," financial, or computer software industries where a product line may consist
of numerous components that can be integrated separately or in various combinations
to provide customized "solutions" to clients. The selling employee under a product
focused approach is not trained to understand the strategic markets, the customers'
business requirements, the overall value potential of a given solution, and the market
factors driving the need for the solution. By focusing learning efforts only on a
particular product or series of products, the selling employee is not equipped to
sell complete solutions that meet customers' and employers' overall corporate objectives.
[0011] As another example, contemporary organizations often use their human resource departments
or other administrative departments to offer instructor-led training courses for employees
at a central location. While this approach may appear attractive from a purely financial
perspective because it limits personnel and infrastructure costs, this solution becomes
less suitable when the employee students are located in various remote areas (thus
requiring travel) and/or have independent, conflicting schedules of availability for
instruction. Furthermore, recruiting and training qualified instructors requires significant
effort and specialized skills from a learning organization's coordinators. Thus, this
approach is less suitable as the number of necessary instructors grows (such as where
many courses are needed or where the same is course is needed in various languages).
[0012] Computers have been increasingly employed to address many of the logistical issues
linked with coordinating the delivery of learning content and/or instruction that
needs to be taught multiple times, that needs to be taught to large numbers of students
who are remotely located, and/or that needs to be taught to a student body that has
conflicting schedules of availability. For example, computer-delivered instruction
systems are available wherein students can receive instruction via a computer over
a network by accessing a central repository of previously prepared electronic learning
("e-learning") content courses and/or materials stored on a remote server. This approach
can be used to provide independent, self-paced instruction on a student by student
basis whereby each student can log on to the remote server and access desired e-learning
instructional content at any time. Unfortunately, the compiling and maintenance of
self-paced computer delivered training requires both subject matter and technical
expertise and much development effort to approach the level of effectiveness of classroom
training with an instructor. Additionally, such computer-delivered instruction systems
are unfortunately not ideal for all types of learning needs, such as where group activities,
student-to-student or student-to-instructor interaction are essential for optimum
learning.
[0013] Computer networks have likewise been used to provide virtual classrooms where a single
instructor teaches a large number of remotely located students simultaneously using
web conferencing, remote presentation or like technologies. While the virtual classroom
approach can reduce personnel, travel and physical infrastructure needs and still
retains the flexibility of relatively easy course content updating, it does not allow
self-paced instruction for students having independent and conflicting schedules of
availability. Students of a virtual classroom still have to "attend" class at a pre-scheduled
time as opposed to reviewing computer delivered content whenever they have available
time or wish to work on a given course. Furthermore, virtual classroom technologies
can require that access for every remote student be made via a highly robust computer
network capable of handling high bandwidth communications applications. Many organizations
simply will not have the technical infrastructure to be able to utilize virtual classrooms
for all of their learning needs.
[0014] Another disadvantage of contemporary learning solutions is that they fail to provide
the ability for executives to monitor performance of learning solution efforts in
achieving their underlying purpose of furthering business strategies. It would be
helpful if executives had access to various performance or success metrics that measure
the performance of a given learning solution similar in manner to how performance
is measured in traditional performance driven areas of their core business. Useful
metrics relating to a learning solution could include, for example, output-related
metrics that indicate course hours produced or student days delivered, and metrics
which attempt to quantify the success training is having in serving its intended purpose.
The inability to accurately monitor performance metrics leaves organizations and their
learning services with an inability to ensure service quality, allow for accurate
resource forecasts, allocate costs and provide a means to measure the learning solution's
success helping the organizations meet goals and commitments. This aspect makes it
difficult for executives and learning administrators to make certain that ongoing
and future learning efforts are continuously aligned with business strategies, priorities
and goals.
[0015] The identification and prioritization of learning needs, the selection of learning
approaches, the development of learning content, the delivery of learning instruction,
and the overall management and administration learning efforts and content require
learning solutions that are responsive to business strategies, imperatives, and logistical
factors. Contemporary learning solutions employed in the business world have failed
to integrate the many complicated processes and systems that must be implemented to
ensure that a given company's learning efforts meet their learning needs as dictated
by prioritized business strategies.
[0016] Thus, there remains a need in the art for an improved learning solution and related
methods that overcome the above-described and other problems associated with current
learning solutions for sales-oriented organizations. Such a solution preferably utilizes
a customizable blend of computerized on-line instructional systems and instructor
based services that allow for the efficient distribution of course content and materials
as well as enhance the system response time to instructor, student, and/or resource
concerns and issues. The aforementioned learning solutions and related methods should
provide the ability to respond quickly and efficiently to logistical and resource
concerns in order to minimize the time to achieve sales force competency.
Summary of the Invention
[0017] In light of the above-described and other deficiencies inherent in contemporary learning
solutions, it is an object of the present invention to provide a leaning solution
and related methods that ensure that a sales oriented organization's instructional
content and delivery mechanisms are aligned with the business and learning objectives
of that organization. Such learning solutions and related methods are capable of dramatically
improving an organization's efficiency by identifying, prioritizing, developing and
delivering employee training efforts and by providing dynamic system monitoring capabilities
that ensure the effectiveness of the critical employee training efforts.
[0018] Concurrently, it is an object of the present invention to provide a learning solution
and related methods that are driven by sales strategies and business priorities in
all aspects of learning. Such aspects of learning include the identification and prioritization
of learning needs, the selection of learning approaches, the development of learning
content, the coordination and delivery of learning instruction, and the overall management
and administration of learning efforts.
[0019] Further, it is an object of the present invention to provide a learning solution
and related methods that adapt the delivery of desired instruction to the most suitable
mechanisms, including instructor led training, virtual classroom training, computer
delivered instruction, printed reading materials, and appropriate combinations thereof.
[0020] Additionally, it is also an object of the present invention to provide a learning
solution that allocates learning costs and bills appropriate business units or projects
for learning effort expenditures such that the solution can be implemented by a business
partner or sub-unit organization operating independently like a separate business
entity from the organization requesting/needing the learning services. In this manner,
learning services needs of an organization can either be outsourced to a separate
business entity or still managed internally as an independent business unit with the
same built-in imperatives to reduce costs and drive profit centers as those business
units and/or external organizations that will ultimately pay for the learning services.
[0021] Furthermore, it is an object of the present invention to provide a learning solution
and related methods that are embodied in a network of learning systems which facilitate
the monitoring, organization, and reporting of learning solution performance metrics
that enable efficient coordination of learning efforts with business strategies and
priorities.
[0022] Additionally, it is an object of the present invention to provide a learning solution
and related methods that offer standardized sales training modules implemented flexibly
across an organization's product lines, resulting in a standardized training format
that consistently meets the organization's business objectives.
[0023] Finally, it is an object of the present invention to provide a learning solution
and related methods that enable a sales force to identify the needs and goals of customers
and to provide customers with a solutions-based sales approach that reaches across
traditional product delineations.
[0024] To achieve these and other objects, the disclosed learning solutions and related
methods according to the present invention manage the learning and training needs
of a sales-oriented organization in a manner that is highly responsive to dynamic
business needs. Among other things, the learning solutions and related methods disclosed
are responsive to an organization's business timelines, sales strategies, goals and
strategic objectives so as to enable the organization to have its learning needs managed
effectively in a manner similar to the management of a traditional client services
business.
[0025] Learning solutions according to embodiments of the present invention comprise four
basic modules of interrelated and interdependent business processes for the identification
and prioritization of learning needs, the selection of learning approaches, the development
of learning content, the coordination and delivery of learning instruction, and the
overall management and administration learning efforts. The interaction of the various
modules of business processes with one another helps to define the services, performance
metrics and application capabilities, among other things, required to support an optimized
outsourced solution to meet a given organization's business learning objectives.
[0026] One of the four basic modules of the learning solution comprises a business strategy
alignment module to accept business strategy input from the learner organization,
prioritize learning requests/needs and assist in developing and delivering appropriate
learning efforts by communicating relevant information to processes in the various
other modules of the learning solution.
[0027] Learning solutions according to the present invention also include a content management
module that manages the processes that are developed internally, or alternatively
licensed from external sources, the learning content necessary to implement the learning
efforts identified and prioritized by the business strategy alignment module in light
of logistical concerns. Content management modules according to embodiments of the
invention can also tag and catalog learning content, such as in the form of a database
of reusable knowledge objects, appropriately such that it can be reused in future
learning efforts as appropriate and also that it may be easily accessed for delivery
to the learner as required.
[0028] Learning solutions according to embodiments of the present invention also comprise
a delivery module that implements the business processes used in the learning solutions
for coordinating the delivery of high quality training across a plurality of media
in a cost efficient manner. Learning efforts provided by the learning solutions according
to the present invention in response to learning requests are therefore able to utilize
combinations of instructor led training ("ILT"), virtual classroom training (such
as with a live instructor connected to students through videoconferencing or over
a computer network like the Internet), printed instructional materials and interactive
computer software-based training mechanisms. Further, the delivery module coordinates
the processes of allocating and scheduling of the use of facilities where training
takes place and other resources with appropriate instructor and learner commitments.
[0029] Additionally, learning solutions according to embodiments of the present invention
comprise a learning administration module that facilitates centralized learning management
and administrative services across the entire learning solution. Such learning administration
modules enable, among other things, the solution to provide registrar functions including
tracking the training records of students and the availability of course offerings.
Specific learning administration processes can include curriculum management, course
registration, course fulfillment support, and record keeping of training results.
[0030] Preferred embodiments of the learning solution also include a leaning business management
module. This module impacts and interacts with the previously discussed modules that
make up the learning solution. The leaning business module establishes goals for effectiveness
and efficiency of the learning solution and monitors quantitative and qualitative
measures of success.
[0031] In an implementation of the present invention, the business driven learning solution
and related methods may be used for managing the learning and training needs of the
sales force of an organization. According to the present invention, necessary standardized
sales training objects are identified by the business strategy alignment module, which
are then developed and implemented flexibly across all product lines via the remaining
modules of the invention. The result is a standardized training format that consistently
meets the organization's business objectives.
[0032] Specifically, in developing sales training objects within the content management
module, it is advantageous to focus on the organization's business strategy, e.g.,
the target customers, competition, customer needs, etc., rather than focusing on the
details of the specific product being sold. Examples of sales training objects may
include a solutions overview object, a customer business needs object, a value proposition
object, a solutions components object, a competition object, a cost justification
tools and techniques object, and an executive and solutions selling object. The sales
training objects serve to provide a template for sales training that is focused on
a solution, and how to position and sell the solution, rather than on the products
that make up the solution. While the other sales training objects are individually
tailored to each new product, the executive solutions selling object includes a series
of one-time courses that provide generally applicable sales training and compliment
the other sales training objects. As a result, the sales force is educated, understands
the customers' business requirements, and is able to craft specific value propositions
to a given customer with respect to that solution. These value propositions are customized
based on a particular customer's circumstances, what is important to the customer,
and what the sales personnel have gathered as far as the customer's needs. Thus, the
training is customer-centric as opposed to product-centric.
[0033] Once the training content is developed, in the form of multiple objects, it serves
as a reusable template, which may be catalogued via the content management module
used over again for different types of products. This reusable template ensures that
there is a consistent set of objectives, which are adhered to for any given product
or solution as it rolls out in the training. Delivery methods for the training content
are managed via the invention's delivery module and may include self-paced web, interactive
web, and a blending of e-learning and live instructor-lead classroom training. The
use of skilled instructors enables the sales force to receive specific feedback and
participate in discussions focused on their customer's business needs and the value
proposition of the training solution.
[0034] In preferred embodiments of the present invention the learning solution is implemented
by an independent business entity that is acting according to a service level agreement
with an organization in need of learning services outsourcing. A service level agreement
is a contract between the learning solution services provider and the licensing (i.e.,
outsourcing) organization that establishes the requisite quality and effectiveness
levels of the learning solution services as measured by one or more pre-selected performance
metrics. Suitable metrics can relate to measurements of the output of a learning solution
(e.g., instructional course-hours developed or delivered), measurements of performance
level of learning efforts provided by the learning solution (e.g., student satisfaction,
test and/or certification results), and measurements of the business impact of learning
efforts (e.g., improvements in employee productivity, such as an increase in sales
following training). The terms of a service level agreement may require (as compared
with the levels measured before the implementation of a given learning effort), for
example, minimum learning-output metrics values relating to increases in student enrollment
and course hours, minimum learning-performance metrics relating to employee certifications,
and minimum learning-impact metric increases regarding gross sales generated by each
trained salesperson. Such outsourced learning solution track and report pre-selected
performance metrics to the outsourcing organization on a continuous basis to facilitate
cost allocation among appropriate business units or to specific learning efforts (equivalently,
"training efforts"), and uses them according to business management processes within
the learning solution to gauge the level of effectiveness of particular learning efforts
in helping the organization reach desired business objectives and thus refine future
learning efforts.
[0035] The invention having been thus described, preferred embodiments thereof will now
be described in detail with reference to the following figure.
Brief Description of the Drawings
[0036]
Fig. 1 is a schematic diagram depicting the interaction of the basic modules of a
learning solution according to embodiments of the present invention.
Fig. 2a is a flow diagram depicting a preferred process utilized in embodiments of
the present invention to enable alignment of learning efforts with prioritized business
strategies.
Fig. 2b is a diagram depicting an exemplary learning blueprint that could be utilized
in preferred embodiments of the invention to prioritize and fund learning efforts
implemented by learning solutions of the invention.
Fig. 3 is a flow diagram depicting the interface between business strategy alignment
and content management for a solutions oriented approach to selling products according
to embodiments of the present invention.
Fig. 4 is a flow diagram depicting an iterative process for developing learning content
according to embodiments of the present invention.
Fig. 5a is a chart depicting redundancy and inconsistencies inherent in a typical
contemporary learning solution.
Fig. 5b is a chart depicting how training objectives are aligned and standardized
in an embodiment of the present invention.
Detailed Description of the Preferred Embodiments
[0037] As used hereafter, the term "organization" is used broadly to identify the business
entity that is in need of a solution to provide learning services. The learning solutions
according to the present invention can either be outsourced by such organizations
(whereby the processes of the learning solution are implemented by a third party learning
services provider under contract to an organization) or can be implemented internally
within the organization (as, for example, an independent business unit within the
"outsourcing" organization). In embodiments of the invention wherein a learning services
business unit within an organization provides learning services to other business
units within the organization, the learning services business unit would still feel
the need to satisfy customers as it would be responsible for generating a "profit"
by meeting predefined performance metrics set by "client" business units (i.e., the
other more traditional business units of the organization) and allocating learning
effort charges as expenses to the client business units as appropriate. In this manner,
the learning solutions according to the present invention can be said to be "outsourceable"
by an organization.
[0038] A learning solution 100 is conceptually depicted in the schematic diagram of Fig.
1. Solution 100 comprises modules of interrelated and interdependent business processes,
along with appropriate tools for efficiently implementing these processes according
to the business desires of the organization. The interaction of the various modules
of business processes with one another helps to define the services, performance metrics
and application capabilities, among other things, required to support an optimized
outsourced solution to meet a given organization's business learning objectives.
[0039] As depicted in Fig. 1, business strategy alignment module 110 utilizes processes
and tools (as described below) to accept business strategies from the organization.
It then aligns the organization's learning goals and training efforts with the organization's
current strategy, business objectives and organizational structure. The business strategy
alignment processes identify the learning objectives of the organization, and assist
in developing and delivering a particular curriculum by providing relevant information
to processes in the various other modules of solution 100. This alignment ensures
that learning curricula is designed to meet the organization's most current needs.
[0040] Once solution 100 identifies what types of learning or curriculum are desired and/or
required by the organization, the solution is also able to deliver suitable learning
materials to fill those needs. Content management module 120 includes processes and
associated tools required to build and/or buy appropriate learning content based upon
learning objectives and delivery requirements. As will be readily appreciated by one
of ordinary skill in the art, it will not always be the best approach for the learning
solution 100 to internally develop deliverable learning content in response to a learning
effort requested by the organization. On one hand, time constraints, subject matter
constraints, and other logistical issues may make it more cost effective for the learning
solution to purchase or license previously developed learning content as opposed to
developing or compiling new content. Alternatively, the specialized needs of the organization
may make it difficult to utilize outsourced or precompiled content. Content management
module 120 facilitates solution 100 taking factors such as these appropriately into
consideration when assembling suitable learning content.
[0041] Once learning content has either been obtained from a third party or developed internally,
business processes and associated tools of content management module 120 create, manage
and operate a central repository of learning content and knowledge objects. Content
management business processes contained in module 120 tag and catalog learning content
and knowledge objects appropriately such that they can be reused as appropriate and
may be easily accessed for delivery to the learner when necessary.
[0042] Delivery module 130 in turn contains business processes and related tools for providing
the delivery of high quality training across a plurality of media in a cost efficient
manner. Suitable mechanisms and media by which learning content may be delivered to
students according to embodiments of the present invention can include combinations
of computer-delivered or web-based courses available over electronic networks (such
as the Internet) for self-paced instruction, interactive virtual classroom instruction
and related media (both video and animation) available over electronic networks which
utilize instructors to lead classrooms of remotely located students, in person instructor-led
training, and paper-based products used in conjunction with by self-paced or instructor
training. Further, the delivery business processes in module 130 manage coordinating
the scheduling of the facilities where training takes place with appropriate instructor
and learner commitments.
[0043] Learning Administration module 140 contains business processes and associated tools
necessary to provide learning management and administrative services across the entire
business driven learning solution 100. Exemplary learning administration business
processes include individual curriculum management, course registration, record keeping
of training results, and related financial settlement information (such as where metrics
are used by the organization to gauge the performance of the solution 100).
[0044] Learning solution 100 also may include a learning business management module and
an operations module. The learning business management module presents the capability
to manage the overall lifecycle of a learning initiative and to provide continuous
improvement to currently ongoing and future learning initiatives. The operations module
interacts with all other modules of solution 100 to provide service control, service
integration and continuous improvement to existing business processes.
[0045] The processes of the business strategy alignment module 110 are central in ensuring
that the learning efforts produced by the learning solution entities are completely
aligned with the strategic objectives of the organization. The business strategy alignment
module 110 passes the requests from the organization (or business units thereof) for
new learning efforts or for modified learning efforts through a formal process whereby
the requested learning effort becomes cast in a consistent direction with organizational
strategic objectives and priorities, funded from appropriate budget allocations, and
transformed into a work in progress by the learning solution 100. Referring now to
Fig. 2a, a business strategy alignment process 200 utilized in preferred embodiments
of the present invention is depicted and comprises various steps that enable newly
requested and ongoing learning efforts to be aligned with prioritized business strategies
and goals.
[0046] As depicted in Fig. 2a, business strategy alignment process 200 first prepares 210
a customized learning blueprint for the organization. A learning blueprint provides
a grouping and organization of various business strategies and goals across the entire
organization and identifies potential areas of learning. Each organization's learning
blueprint is therefore unique and is used by the business strategy alignment process
200 and therefore module 110 to determine which potential learning efforts (from the
many requested by various entities within the organization) introductions or modifications
are funded (including from which budget allocation and to what amount) and pursued
(i.e., if the requested learning effort consistent with one or more stated learning
strategies or objectives reflected in the blueprint) and exactly how the request is
fulfilled (i.e., requested learning efforts that map to higher organizational priorities
may be entitled to different funding or resources). An organization's learning blueprint
is typically reviewed and revised periodically by business strategy alignment module
110 for the organization, such as once or twice a fiscal year to reflect changing
business strategies and learning services budgets. Of course, an organization's learning
blueprint can be reviewed and revised at any time whenever significant changes in
the learning focus and business strategies or priorities of the learner organization
occur.
[0047] Fig. 2b depicts an exemplary learning blueprint 211 that could be utilized to prioritize
and allocate funding to Teaming efforts implemented by learning solutions of the invention
for a particular hypothetical organization that is outsourcing its learning needs.
As shown in Fig. 2b, a learning blueprint 211 itemizes different strategic objectives
of the organization into various tracts 212 which can represent, for example, organizational
areas of focus, product groups, business units, or departments within the organization.
For a given organization, as depicted in learning blueprint 211, a tract can be assigned,
for example, for product segments, sales skills, general employee development and
organization culture transformation. For each such tract, the learning blueprint itemizes
initiatives 213 that reflect particular areas in which the organization expects to
focus a significant portion of its attention and expenditures on learning efforts.
Thus, an employee development tract can contain separate initiatives for new employee
orientation, and training regarding an upcoming organization-wide computer system
change. Similarly, the product segment tracts can include separate initiatives for
major product lines (e.g., custom database solutions) or even individual products
of high priority (e.g., new products introducing new product lines). For each tract
212 and/or each initiative 213 itemized within the learning blueprint 211, overall
budget caps can be assigned to assist the learning solution in obtaining, managing
and delivering learning content that serves the strategies and priorities of the organization.
[0048] Referring again to Fig. 2a, the business strategy alignment process 200 initially
receives a request 215 for learning services (a "learning effort request") from an
individual or business unit of the organization. The learning effort request details
what the individual or business unit submitting the request believes is an important
learning need that requires a new or modified learning effort. According to embodiments
of the invention, a learning effort request can be made in any form, including a verbal
communication, a voicemail message, a letter, or an email message directed to a contact
for the business strategy alignment module. Preferably, the request is provided on
a standardized form (which, even more preferably, can be electronically submitted)
that is completed by the requesting entity, and where the form contains queries designed
to elicit sufficiently detailed information that allows the business strategy alignment
module contact to understand the request sufficiently. After receiving a learning
effort request, an initial determination 220 is made regarding whether the request
is addressable through training efforts or whether it would alternatively be best
addressed through more simple measures like documentation or a newsletter produced
by the resources of the requesting business unit of the organization. In the event
that the learning effort request is not deemed suitable for the learning solution,
at step 225 a rejection is sent to the requester. Alternatively, at 225, a query for
a more detailed learning effort request is sent to the requester.
[0049] Whenever a learning effort request is deemed to present a learning need that is addressable
by the learning solution, process 200 prepares 230 an initial action proposal for
the requested learning effort in the form of a preliminary learning effort plan ("preliminary
LEP"). The preliminary LEP makes a pre-production judgment as to the type of delivery
that will be most advantageous (Web-based course for self-paced instruction, a course
involving live or virtual classroom time with an instructor, etc.) given the learning
effort request and likely logistical/budget constraints, and whether the request should
be addressed by creating wholly new learning content or by modifying the content of
an existing learning effort.
[0050] At 250, a validation check is made to assess whether the preliminary LEP is feasible
given budget priority restraints imposed by the current learning blueprint. If it
is not, process 200 returns to step 230 and revises its initial action proposal to
produce a modified (e.g., scaled down or re-targeted within the learning blueprint)
preliminary LEP. This modified preliminary LEP is then mapped to the learning blueprint
(as before, again at step 240) using a revised cost estimate, and the validation check
is repeated (at step 250). This process loop repeats itself until the validation check
is successful, which indicates that the action proposal fits within business goals
and priorities (as evidenced by, among other things, budget allocations associated
with the learning blueprint). At this time, a finalized learning effort proposal ("LEP")
is prepared 260 for use by the content management module 120. This LEP contains more
detailed budget allocation information, delivery timelines, and initial content design
requirements for use by the other modules of learning solution 100.
[0051] In preferred embodiments of the invention that are applied to sales-oriented organizations,
a business goal or strategy identified by the business strategy alignment module 110
can be particularly adapted to provide solution-based training efforts. This may be
the case because the learner organization is in the business of selling products that
are inherently designed to be purchased and/or used in various combinations, as, for
example, is the case in the software and high technology industries. In such preferred
embodiments, the interaction of the business strategy alignment module 110 with the
organization has driven the content management module 120 to create and manage learning
solutions that are comprised of various learning objects that further a solution oriented
sales approach. Such learning objects could include a solutions overview object, a
customer business needs object, a value propositions object, a solution components
object, a competition object, and a cost justification tools and techniques object.
Fig. 3 shows a process 300 that embodies these objects.
[0052] In Fig. 3, solutions overview object 310 provides to the learner a synopsis of the
business strategy behind each solution. Such an object may include a description of
market factors driving the need for the solution. The object 310 may foster understanding
of the key strategic markets for both horizontal and vertical industries. This object
310 also could describe how the solution fits into the overall strategy of the selling
organization in terms of other technology, product sales, and service contracts. A
solutions overview object 310 may also introduce the learner to the high-level business
needs that the solution meets and to the value propositions for that solution. Furthermore,
the object 310 may address at a high-level how the solution compares to competing
products or solutions and give an overview of the particular components that make
up the solution.
[0053] Following the solutions overview, customer business needs object 320 focuses on techniques
that allow a seller to identify with the customer's business perspective. This object
320 may show learners how to match potential solutions to customers' needs. Also the
object 320 could explain how to probe managers and executives to determine customer
needs. Instruction could present unique approaches for probing different levels of
management (e.g., mid-level, senior level, or technology managers) and recognizing
the triggers for sales opportunities.
[0054] With an appreciation of how to identify the customers' needs from the object 320,
a value proposition object 330 then seeks to develop an understanding of the value
proposition offered by the solution. This object 330 may present how the value of
a solution can be presented effectively to different types of customers (e.g., CEOs,
senior management, or technology managers). Also, this object 330 could provide training
on how to customize value propositions for given customer scenarios.
[0055] With the tools in place to understand customers' needs and the value of a solution,
solution components object 340 builds on the introduction provided in the solutions
overview object and develops further understanding of the components that make up
the solution. This object 340 may describe key features of each solutions component
in the context of both customer needs and a competitive comparison. Also, a solution
components object 340 may provide the opportunity to practice designing solutions
for a given customer scenario. Furthermore, this object 340 could provide instruction
on how to ensure compatibility of a designed solution with a customer's current environment.
[0056] With a thorough understanding of the organization's solution components, a competition
object 350 provides an understanding of comparable competitor offerings, along with
the strengths and weaknesses of those competitor offerings. This object 350 could
also provide techniques to overcome competitors' claims.
[0057] The next object of process 300 in preferred embodiments for sales-oriented organizations
is cost justification tools and techniques object 360. This object 360 may include
instruction about when cost justification may be required for particular customer
scenarios. This object 360 could teach the sales force to identify appropriate cost
justification methods. Furthermore, this object 360 may provide the opportunity to
practice using cost justification tools and techniques using case studies and examples.
[0058] Process 300 may also include one-time course offerings to cover topics of that are
of a more general nature, called executive selling and solutions object 370. The subject
matter of these one-time offerings can be reinforced throughout the other components
of process 300. Topics for these one-time offerings may include, e.g., developing
business acumen and techniques for value-based sales proposals. A course offering
in developing business acumen may include several components, such as a value selling
component, a component on identifying interests/concerns of different management levels,
a component to introduce how executives use financial statements, a financial analysis
component, a financial research component, and a component on making presentations
to executives. Similarly, a course in value-based sales proposals may include components
such as crafting value propositions, using industry analysis tools to understand customers'
businesses, using financial tools to understand customers' businesses, identifying
and articulating a value hypothesis, developing techniques to refine/optimize a value
hypothesis, and creating a final value proposition.
[0059] A particular process implemented in content management module 120 of a learning solution
100 according to such preferred embodiments is conceptually depicted in the flow diagram
of Fig. 4. Specifically, Fig. 4 shows a content development process 400 that embodies
a combination iterative steps that enable a learning solution to leverage benefits
of the business strategy alignment module processes and thereby identify, develop,
and manage deliverable learning content internally for an organization's required
learning efforts. Content development process 400 starts by interfacing 410 with business
strategy alignment module 110 to receive information regarding the learning content
that needs to be developed for a learning effort. This passage of business strategy
alignment information helps to ensure that any new or modified learning materials
and content are always aligned with the business learning strategies and objectives
of a licensing organization. The business strategy alignment information is then passed
down (and possibly revised as described below) through the various subsequent steps
of content development process 400, including content design 420, content production
430, certification 440, and delivery preparation 450 until it is ultimately handed
off with any newly-developed deliverable learning content at step 460 by interfacing
with the processes of the delivery module.
[0060] In operation, upon receiving the initial content design requirements from the business
strategy alignment processes, the content design step 420 leverages technology and
organization services to implement a series of functions, tests, and analyses to produce
an initial layout of any new content that needs to be developed for a given learning
effort. In preferred embodiments for sales-oriented organizations, such new content
may include revisions or wholesale changes to the solutions overview object, customer
business needs object, value propositions object, solution components object, competition
object, and cost justification tools and techniques object discussed above. The functions,
tests, and analyses performed during content design 420 include performance strategy
and role impact strategy to make an initial assessment regarding a recommended instructional
design (i.e., whether to utilize computer delivered self-paced courses, instructor-led
training ("ILT"), virtual classrooms, etc.). In making this initial assessment, care
is taken to perform audience analyses and environment analyses to ensure that the
chosen instruction design is not incompatible with the logistics of the learning audience
(e.g., whether it is feasible to expect the learners to be able to attend pre-scheduled
live classes with an instructor) or with learning services resources (such as instructor/classroom
availability, budget and development schedule constraints). The initial assessment
will often also include media layout design (i.e., for a computer-delivered interactive
course, this would include a layout of the types of audio, video, and graphical presentations
and simulations that would be required or useful in teaching the subject matter) and
indications as to whether subject matter experts ("SMEs") would be necessary for consultation.
[0061] In the event that additional information is necessary or that the learning content
cannot be designed within budget or logistical constraints, feedback can be provided
upstream to the business strategy alignment processes to obtain revised initial content
design requirements. This feedback is indicated in Fig. 4 by the broken arrow going
from step 420 to 410, with the broken nature of the arrows indicating the optional
upstream aspect of this flow. All of the information included in the initial design
assessment is used to produce a development plan that is sensitive to budget and logistical
constraints and delivery timelines detailed by business strategy alignment module
110, with the development plan then being referenced by the later steps of content
development process 400.
[0062] The results and/or conclusions detailed in the development plan as produced from
the various analyses performed during content design 420 are then utilized for downstream
content production 430, certification 440, and delivery preparation 450 so as to ensure
that the development of a course's deliverable learning content and materials remains
consistent with the organization's business learning strategies and objectives and
particular learning effort need. During content production 430, technology and organization
services are leveraged to develop, license and build suitable learning content for
the carefully designed course curricula. This content production 430 can include,
for example, subject matter information collection and organization via SMEs, web-based
training ("WBT") learning content object development for self-paced learning courses
delivered via computer, ILT and virtual ILT ("v-ILT") curriculum layout and scheduling
development, multi-media learning content development (including both pre-production
and post-production development) for use in one or more courses of various types,
packaging and integration with pre-existing learning content, negotiation of any licenses
or rights to use purchased content, instructor development and training, and job-aid
production.
[0063] As with the prior content design step 420, results of the ongoing content production
step 430 can be communicated upstream to the content design step 420 to facilitate
peer review and enable revisions to current design plans or even further upstream
to enable LEP revisions if necessary. Once learning content has been finalized (or,
optionally, a trail version capable of being reviewed has been finalized), a certification
240 is performed to review the output of the content production step 230. This certification
compares the produced content against the design requirements of the LEP and development
plan to ensure that the overall course development, production, and packaging are
consistent with the licensing organization's business learning strategies and objectives
before the content is certified and released for delivery. Any content that does not
match these design requirements is sent back to the content production 430 stage (or
earlier stages) for revision as shown by the broken arrows.
[0064] After the design 420 and production 430 of course content and materials followed
by their certification 440, the certified new or revised content is subjected to a
delivery preparation step 450. For computer delivered instruction objects and the
like, this delivery preparation step can include formatting or versioning of any content
objects to be compliant with industry standards of electronic learning content delivery.
Content development process 400 ends by interfacing 460 with the content management
module 120 for tagging and cataloging of the content objects to simplify their storage,
retrieval, and ultimate delivery to learners.
[0065] As will be readily appreciated by one of ordinary skill in the art, it will not always
be the best approach for the learning solution 100 to internally develop deliverable
learning content in response to a learning effort requested by the organization. Often,
time constraints, subject matter constraints, and other logistical issues may make
it more cost effective for the learning solution to purchase or license previously
developed learning content (completely ready for delivery to learners or otherwise)
or commission the development of suitable learning content from third party providers.
For example, if the organization needed employee training for sales of a new product
line developed outside the organization, it may be more efficient to purchase training
or reuse training materials from the provider of the new product line as opposed to
creating new learning content internally from scratch. Therefore, the content management
module 120 according to embodiments of the invention also contains processes that
enable the procurement of third party learning content and services as well as integrating
that content and services for delivery and administration within the control of the
learning solution.
[0066] As was the case with internally developed learning content, any learning content
purchased or licensed from third party providers would need to meet the detailed budget
allocation information, delivery timelines, and initial content design requirements
established by business strategy alignment module 110. Also similar to how was described
above with respect to the content development process 400, any content obtained from
third party sources would be certified, formatted, versioned, tagged and cataloged
in roughly the same manner as internally developed learning content. After receiving
third party content, the content management module still, like in process 200, certifies
the content against requirements established by the business alignment module. Any
electronic learning content would then be versioned and/or formatted to be compatible
or consistent with internally developed content. Such electronic learning content
would then, as part of content management module 120, be tagged appropriately and
placed into data stores to facilitate organization, delivery upon demand, and location/reuse
of the content for the current and future learning efforts. In this manner, content
management module 120 allows the learning solution 100 to take advantage of the most
efficient mechanisms for assembling appropriate learning content for efforts needed
by the organization.
[0067] Collectively, the objects of process 300 in preferred embodiments for sales-oriented
organizations are used to align training objectives with business goals and sales
strategies of the organization while, at the same time, avoiding redundancy. Fig.
5a graphically represents the redundancy and inconsistencies inherent in a typical
contemporary learning solution for a sales-oriented organization. The representative
product-focused training modules, Sales ILT, ISales iTV, Sales CD-ROM, ISales Overview
iTV, Sales Overview Teletraining, and Products and Solutions Web, can address multiple
competencies as shown by the "X" marks under each module title. The separate modules,
when combined as a learning solution, result in redundant material for some competencies
(such as demonstrating an understanding of a solution) and inadequate coverage of
other competencies.
[0068] Fig. 5b represents a learning solution for a sales-oriented organization structured
under the present invention. The solution addresses the same competencies shown in
the inefficient learning solution of Fig. 5a. However, the learning solution is aligned
according to preferred embodiments of the invention for sales-oriented organizations
to optimize training efforts and resources. The representative training modules include
the seven objects mentioned in the above discussion of content design process 300:
a solutions overview object, a customer business needs object, a value propositions
object, a solution components object, a competition object, a cost justification tools
and techniques object, and an executive selling and solutions object. The standardized
sales training modules shown in Fig. 5b each address a single competency as designated
by the "X" marks under each module title. This structure eliminates the redundancy
and inconsistencies inherent in typical contemporary learning solutions.
[0069] As will be appreciated by those skilled in the art, embodiments of the learning solution
of the present invention may be implemented in a network of learning platforms that
together provide the electronic tools and information sharing capabilities needed
by a learning solution services provider to efficiently implement and manage learning
efforts according to the business desires of a complex learner organization. The platforms
provide coordination and synchronization of learning content development, delivery
and management so as to enhance the learning solution's response time to instructor,
student, and/or resource concerns and issues. Preferably, the learning solution networks
also track information relating to the learning solution and its learning efforts
and provide visibility of that information to facilitate business management processes.
[0070] While exemplary embodiments of the invention have been shown and described herein
and in the attached appendices, it will be obvious to those skilled in the art such
embodiments are provided by way of example only. Numerous insubstantial variations,
changes, and substitutions will now be apparent to those skilled in the art without
departing from the scope of the invention disclosed herein by the Applicants. Accordingly,
it is intended that the invention be limited only by the spirit and scope by the claims
as appended hereto.
1. A business driven learning solution for training the members of a sales-based organization,
said solution comprising modules of interrelated and interdependent business processes,
including:
a business strategy alignment module containing related processes for recognizing
and prioritizing business driven learning needs of said organization and implementing
learning efforts to meet said needs;
a content management module containing related processes for designing, procuring
and managing learning content necessary to implement said learning efforts;
a delivery module containing related processes for coordinating solution resources
to provide instruction to said members; and
a learning administration module containing related processes for managing the availability,
delivery and results of learning efforts in relation to said members; wherein
said modules provide said members with customer-centric sales training across all
product lines.
2. The learning solution according to claim 1, further comprising a learning business
management module, said learning business management module containing related processes
for assessing whether said solution is meeting the business goals, strategies and
priorities of said organization.
3. The learning solution according to claim 2, wherein said learning business management
module assesses whether said solution is meeting the business goals, strategies and
priorities of said organization by:
receiving performance metrics regarding operations of said learning solution from
said content management module, said delivery module, and said learning administration
module;
comparing said performance metrics against predetermined minimum service levels; and
revising the operations of said business strategy alignment module, said content management
module, or said delivery module in an effort to have said performance metrics meet
said predetermined minimum service levels.
4. The learning solution according to claim 3, wherein said predetermined minimum service
levels are operational requirements agreed upon in a service level agreement between
said organization and a learning services provider.
5. The learning solution according to claim 3, wherein said performance metrics are of
types selected from the group consisting of learning-output metrics, learning-performance
metrics, and learning impact metrics.
6. The learning solution according to claim 1, wherein said business strategy alignment
module recognizes and prioritizes business driven learning needs of said organization
by:
identifying business goals and strategies of said organization and assigning relative
priorities thereto;
receiving requests from said organization for learning efforts to instruct said members;
and
selecting appropriate learning effort approaches for each received request, said learning
effort approaches aligning with said business goals and strategies of said organization
according to said relative priorities.
7. The learning solution according to claim 6, wherein said business strategy alignment
module designates business tracts and initiatives for sorting potential learning efforts
of said employer organization into, said tracts and initiatives correlating to said
goals and strategies; and assigns budget allocations to said tracts and initiatives
reflecting said relative priorities of said goals and strategies, wherein said tracts,
initiatives and budget allocations facilitate selecting appropriate learning effort
approaches for each received request.
8. The learning solution according to claim 6, wherein said designating of tracts and
initiatives comprises creating a learning blueprint, said blueprint facilitating aligning
learning efforts with said prioritized business goals and strategies of said organization.
9. The learning solution according to claim 8, wherein said learning blueprint details
said budget allocations for said tracts and initiatives.
10. The learning solution according to claim 8, wherein said learning blueprint is revised
as necessary to reflect significant changes in said business goals, strategies, and
priorities.
11. The learning solution according to claim 1, wherein implementing learning efforts
to meet said needs comprises estimating a cost for developing and delivering a proposed
learning effort to satisfy requests by said organization for training, and comparing
each said estimated cost to an associated budget allocation.
12. The learning solution according to claim 11, wherein said proposed learning effort
is modified until said estimated cost satisfies said associated budget allocation.
13. The learning solution according to claim 11, wherein said cost is estimated according
to a cost schedule detailing a standard set of charges for learning effort tasks performed
at the request of said organization.
14. The learning solution according to claim 1, wherein said content management module
procures and manages said learning content necessary to implement said learning efforts
by developing content according to budget restraints, initial content design requirements,
and delivery timelines provided by said business strategy alignment module.
15. The learning solution according to claim 14, wherein developing said learning content
comprises purchasing or otherwise acquiring said learning content or creating said
learning content.
16. The learning solution according to claim 14, wherein said content management module
provides standardized sales modules across all product lines.
17. The learning solution according to claim 14, wherein said content management module
includes training mechanisms selected from the group of a solutions overview object,
a customer business needs object, a value propositions object, a solution components
object, a competition object, and a cost justification tools and techniques object.
18. The learning solution according to claim 1, wherein said content management module
creates, manages and operates a central repository of learning content and knowledge
objects.
19. The learning solution according to claim 18, wherein said content management module
tags and catalogs developed learning content appropriately such that it can be reused
in future learning efforts.
20. The learning solution according to claim 1, wherein said delivery module provides
instruction to said members by planning training activities based on input from said
business strategy alignment module, executing said training activities, and conducting
follow-up services after said training activities.
21. The learning solution according to claim 20, wherein said delivery module also includes
operations support services for said planning, executing, and conducting elements.
22. The learning solution according to claim 20, wherein means of executing said training
activities is selected from the group consisting of instructor led training, virtual
classroom training, self-paced training delivered via computer, and a blend of e-learning
and live instructor lead training.
23. The learning solution according to claim 1, wherein said learning administration module
comprises setting up and configuring the learner experience, managing a client specific
course catalog, and maintaining user profiles.
24. The learning solution according to claim 1, further comprising an operations module
that interacts with other modules of the learning solution to provide service control,
service integration and continuous improvement to existing business processes.
25. A method for providing outsourceable learning services for training the sales force
of a sales-oriented organization, said method comprising:
said organization creating a service level commitment between a learning services
provider, said service level commitment detailing minimum service levels of learning
efforts to be provided to designated students by said service provider at the request
of said organization;
said learning services provider prioritizing requests for learning efforts received
from said organization according to business strategies and goals of said organization,
identifying learning effort approaches to meet said requests, obtaining learning content
for said learning effort approach, and delivering a learning effort containing said
obtained learning content to said designated students; wherein
said obtained learning content and said delivered learning effort are provided in
a standardized format with customer-centric objectives and compared against said minimum
service levels so as to ensure that said minimum service levels of said service level
commitment are met.
26. The method according to claim 25, wherein said prioritizing of requests and identifying
of learning effort approaches to meet said requests comprises aligning of said outsourceable
learning services with said business strategies and goals of said organization.
27. The method according to claim 26, wherein said aligning with said business goals and
strategies of said organization comprises said learning services provider periodically
identifying business goals and strategies of said organization and assigning relative
priorities thereto.
28. The method according to claim 27, wherein said business goals and strategies are identified
by designating tracts and initiatives representative of areas of instruction needed
by said organization.
29. The method according to claim 28, wherein said tracts and initiatives are embodied
in a learning blueprint, said blueprint assisting in identifying learning effort approaches
to meet said requests.
30. The method according to claim 29, wherein said learning blueprint details said budget
allocations for said tracts and initiatives.
31. The method according to claim 29, wherein said learning blueprint is revised as necessary
to reflect significant changes in said business goals, strategies, and priorities.
32. The method according to claim 25, wherein said obtained learning content and said
delivered learning effort are compared against said minimum service levels by receiving
performance metrics regarding operations of said learning solution, comparing said
performance metrics against said minimum service levels; and revising actions of said
learning services provider in an effort to have said performance metrics meet said
predetermined minimum service levels.
33. A method for aligning learning efforts of a sales force of a sales-oriented organization
with strategic business goals and priorities of a sales-oriented organization, said
method comprising the steps of:
recognizing and prioritizing business driven learning needs of said organization;
implementing customer-centric learning efforts to meet said needs;
designing, procuring and managing learning content necessary to implement said learning
efforts;
coordinating solution resources to provide instruction to said sales force; and
managing the availability, delivery and results of learning efforts in relation to
said sales force; wherein
each step prioritizes competencies required to provide effective solutions to a customer's
problems.
34. The alignment method according to claim 33, further comprising the step of assessing
whether said alignment method meets the business goals, strategies and priorities
of said organization.
35. The alignment method according to claim 34, wherein said step of assessing comprises:
receiving performance metrics regarding operations of said learning solution from
said content management module, said delivery module, and said learning administration
module;
comparing said performance metrics against predetermined minimum service levels; and
revising the operations of said business strategy alignment module, said content management
module, or said delivery module in an effort to have said performance metrics meet
said predetermined minimum service levels.
36. The alignment method according to claim 35, wherein said predetermined minimum service
levels are operational requirements agreed upon in a service level agreement between
said organization and a learning services provider.
37. The alignment method according to claim 35, wherein said performance metrics are of
types selected from the group consisting of learning-output metrics, learning-performance
metrics, and learning impact metrics.
38. The alignment method according to claim 33, wherein said step of recognizing and prioritizing
business driven learning needs comprises:
identifying business goals and strategies of said organization and assigning relative
priorities thereto;
receiving requests from said organization for learning efforts to instruct said sales
force; and
selecting appropriate learning effort approaches for each received request, said learning
effort approaches aligning with said business goals and strategies of said organization
according to said relative priorities.
39. The alignment method according to claim 38, wherein said step of recognizing and prioritizing
business driven learning needs further comprises:
designating business tracts and initiatives for sorting potential learning efforts
of said employer organization, said tracts and initiatives correlating to said goals
and strategies;
assigning budget allocations to said tracts and initiatives reflecting said relative
priorities of said goals and strategies, wherein said tracts, initiatives and budget
allocations facilitate selecting appropriate learning effort approaches for each received
request.
40. The alignment method according to claim 39, wherein said step of designating business
tracts and initiatives comprises creating a learning blueprint, said blueprint facilitating
aligning learning efforts with said prioritized business goals and strategies of said
organization.
41. The alignment method according to claim 40, wherein said learning blueprint details
said budget allocations for said tracts and initiatives.
42. The alignment method according to claim 40, wherein said learning blueprint is revised
as necessary to reflect significant changes in said business goals, strategies, and
priorities.
43. The alignment method according to claim 33, wherein said step of implementing learning
efforts comprises estimating a cost for developing and delivering a proposed learning
effort to satisfy requests by said organization for training, and comparing each said
estimated cost to an associated budget allocation.
44. The alignment method according to claim 43, wherein said proposed learning effort
is modified until said estimated cost satisfies said associated budget allocation.
45. The alignment method according to claim 43, wherein said cost is estimated according
to a cost schedule detailing a standard set of charges for learning effort tasks performed
at the request of said organization.
46. The alignment method according to claim 33, wherein said step of designing, procuring
and managing learning content comprises the additional step of developing content
according to budget restraints, initial content design requirements, and delivery
timelines that are provided by said step of recognizing and prioritizing business
driven learning needs.
47. The alignment method according to claim 46, wherein said additional step of developing
said learning content comprises purchasing or otherwise acquiring said learning content
or creating said learning content.
48. The alignment method according to claim 33, wherein said step of designing, procuring
and managing learning content comprises the following training mechanisms:
a solutions overview object;
a customer business needs object;
a value propositions object;
a solution components object;
a competition object; and
a cost justification tools and techniques object.
49. The alignment method according to claim 48, further comprising an executive and solutions
selling object.
50. The alignment method according to claim 33, wherein said step of designing, procuring
and managing said content further comprises creating, managing and operating a central
repository of learning content and knowledge objects.
51. The alignment method according to claim 50, wherein said step of designing, procuring
and managing said content further comprises tagging and cataloging developed learning
content appropriately such that it can be reused in future learning efforts.
52. The alignment method according to claim 33, wherein said step of designing, procuring
and managing learning content comprises the following additional steps:
providing a synopsis of an organization's business strategy behind a product line
or solution;
providing techniques for identifying solutions to a customer's business needs;
developing an understanding of how to present business value of said solution in a
manner appropriate to the customer's business responsibilities;
providing a thorough explanation of each component of said solution and how to integrate
each component into the context of a customer's needs;
providing information to understand and differentiate the products and claims of competitors;
and
developing an understanding of how and when to use cost justification techniques.
53. The alignment method according to claim 52, wherein said additional steps are integrated
into reusable templates to facilitate learning content design for future solutions.
54. The alignment method according to claim 52, wherein said step of designing, procuring
and managing learning content further comprises the additional step of developing
instruction for one-time course offerings of general topics relevant to a sales force
that are reinforced throughout the other additional steps.
55. The alignment method according to claim 54, wherein said step of developing instruction
for one-time course offerings includes topics on developing business acumen and techniques
for value-based sales proposals.
56. The alignment method according to claim 33, wherein each training object is accomplished
via means selected from the group consisting of instructor led training, virtual classroom
training, self-paced training delivered via computer, and a blend of e-learning and
live instructor lead training.
57. The alignment method according to claim 33, wherein the format of each training object
is standardized across all product lines offered by said sales-oriented organization.